is a simple and tax efficient savings solution providing returns that are completely tax free.
With annual and lifetime contribution limits in place, it ensures tax benefit is greatly enhanced
the earlier one invests.

All growth on this investment is completely tax free, but is subject to legislated contribution limits.

For a comprehensive overview of the Prime Investment Plan and its associated benefits, please refer to the Prime Tax-Free Savings Plan Information Document, available in the Forms and Documents section.

INVESTMENT CHOICE: Once you are an investor of the Prime Investment Plan, you may elect any one, or a combination of, investment portfolios available to investors.

Based on your needs, select a suitable risk profile below for a comprehensive list of portfolios within each risk category.

To access a summarised view of available portfolios, see the Portfolio Characteristics and Objectives Documents, available in the Forms and Documents section.

STEP 1

Read and understand the information document of the investment product you are investing into. This is available in the Forms and Documents section on this site.

STEP 2

Select your portfolio.

We have provided you with a list of portfolios categorised according to risk profiles for your convenience. Full details for each portfolio are contained within the respective Minimum Disclosure Documents (MDDs), with a summarised version of all portfolio features and charges being highlighted in the Portfolio Characteristics Document.

STEP 3

Submit your fully completed and signed application form, together with any supporting documents required to save@primeinvestments.co.za.

Please complete the necessary form and submit, together with any additional supporting documentation requested, to save@primeinvestments.co.za.